SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wolf speed
WOLF 18.62-7.9%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
ynotgoal
To: EvanG who wrote (10362)5/20/2021 9:32:46 PM
From: slacker7111 Recommendation  Read Replies (1) of 10712
 
Implies there could be a sizable market for GaN-on-Si but that seems obvious with a number of companies moving into that material platform.




I was more worried about this a year ago. IMO, the commentary over the last year from companies seems to have become progressively less bullish on GaN on Si competing in 650V and above applications. Maybe somebody manages to solve the various quality issues that make it difficult for GaN on Si to compete but that isn't my baseline scenario.

Yole commented on this recently....they don't see GaN on Si competing with SiC in high voltage applications.

46:30 mark



FWIW, I think it is worth watching the GaN on GaN companies because if they were to successfully commercialize the technology, it would represent an existential threat to SiC....but these are mostly science projects right now that aren't close to commercial shipments.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News